The Vox Markets Podcast

Watch on YouTube In this exclusive interview Chris, CEO of Polarean, discusses the company’s latest achievements

In this investing masterclass, accomplished UK fund manager Stephen English of Stellar Asset Management takes me through his view of the markets and latest thoughts on 14 stock ideas

Watch on YouTubePulsar Helium #PLSR has completed drilling at its Jetstream #2 well, and encountered significant helium thicknesses and attractive grades. The results correlate well with those obtained from the recently re-drilled Jetstream #1 well. We are joined by Pulsar chief executive Thomas Abraham-James to tell us more.

Watch on YouTube Following today’s positive FY'24 trading update, CEO Jerry Randall of Venture Life - a leading consumer healthcare products firm - kindly take me through the company's: Current demand picture & FY’24 performance. Strategic rationale & integration of Nov’s £10m acquisition of Health & Her Outlook for 2025 and beyond.

In this exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest human challenge trial contract with Inhalon Biopharma, testing a next-generation mucosal RSV antiviral. Mo addresses industry speculation around RSV trials, explains why RSV antivirals remain a key growth area, and shares insights on hVIVO’s strong sales pipeline conversion, with this being their fourth new study announcement in under two months. He also provides a quick update on the recent CRS acquisition and what’s next for the company.

Watch on YouTube After this morning's trading update, CEO Martin Gouldstone of Oncimmune - a leading life sciences firm providing autoantibody profiling services to the Biopharma industry – takes me through the company's current demand picture, pipeline and August FY25 guidance.

Watch on YouTubeIn this week’s Exchange, accomplished UK fund manager Richard Staveley of Harwood Capital, who runs the Rockwood Strategic investment trust, takes me through his latest thoughts on the following:00:00 Secret sauce behind Rockwood’s success.06:40 Capita13:35 Filtronic & how to value the stock19:05 Funding Circle24:00 Vanquis Banking32:55 Argentex38:50 RM43:00 Van Elle47:25 Flowtech Fluidpower52:25 James Fisher56:30 STV Group1:0:55 Kooth1:06:25 Pennant International1:10:35 Favourite stock idea for 2025 & portfolio management

Watch on YouTube More drilling news from Rome Resources, this time at Kalayi. Paul Barrett joins us to explain the significance of the latest results, what it all means, and what will happen next

Exciting times for the company as we sit down with Mo to discuss a record-breaking FY24, the game-changing acquisition of two clinical research units from CRS, and the strategic vision driving future growth. Mo shares insights on the synergies behind the CRS deal, the growing order book, and the evolving £40m pipeline of opportunities. Plus, we explore what’s next for the company’s M&A strategy. Don’t miss this deep dive into a company on the rise!”

Watch on YouTubeFollowing today’s positive FY'24 trading update, CEO Jonathan Hunter and CFO Neil Pritchard of Eleco #ELCO kindly take me through the:00:00 Current demand picture & recent client wins for Eleco’s Buildtech software.05:20 Financial highlights10:10 Strategic rationale & integration of Jan’s €8.4m acquisition of PMI Software13:50 Outlook for 2025 and beyond.Disclosure: I own shares in Eleco, who is also a Vox Markets client

Watch on YouTube Following today’s resilient FY'24 trading update, CEO Shanker Patel & CFO Stuart Kilpatrick of Lords Group Trading - a specialist UK builders merchant & heating/plumbing products distributor – take me through the : State of the UK building products market & timing of recovery. Financial highlights & outlook for 2025. Why investors should remain optimistic.

Watch on YouTube In an exclusive interview, hVIVO CEO Mo Khan discusses the company’s latest milestone—a world-first pivotal Phase 3 human challenge trial for a whooping cough (pertussis) vaccine candidate. Mo delves into why ILiAD is leading this groundbreaking initiative, the trial’s key objectives, and its significance for hVIVO’s expanding portfolio. He also provides insight into the increasing global burden of pertussis and hVIVO’s readiness to conduct bacterial challenge trials at its state-of-the-art Canary Wharf facility.

Watch on YouTube In this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following: 00:00 Are animal spirits returning to the equity markets? 02:30 Which sectors might benefit from UK government deregulation? 04:50 Serica Energy 09:20 Watkin Jones 10:10 abrdn 13:25 Capital (Drilling) Ltd 16:45 Beeks Financial 20:15 Cordel Group 25:50 Windar Photonics 29:25 Colefax 31:50 Zotefoams 33:25 Spectra Systems 35:35 James Latham 37:25 Epwin Group 39:10 Card Factory 40:50 JD Sports 44:00 Creo Medical 48:55 Feedback Medical 51:35 LBG Media 55:20 System1 58:05 1Spatial Due to a diary clash, the next episode is in 2 weeks time (Friday 7th Feb) Finally, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected]. #SQZ #WJG #ABDN #CAPD #BKS #CRDL #WPHO #CFX #ZTF #SPSY #LTHM #EPWN #CARD #JD. #CREO #CREO #FDBK #LBG #SYS1 #SPA

Watch on YouTube Rome Resources has released assay results from two holes drilled at its Mont Agoma tin project in the Democratic Republic of Congo. The results support the company's geological interpretation of Mont Agoma, and the grades look world class. Chief executive Paul Barrett joints us to explain.

Watch on YouTubehVIVO has secured a £2.7 million contract for its hLAB division to serve as the sole virology lab for a global Phase 2 influenza drug study involving 5,000 participants. This milestone marks hVIVO's largest standalone lab services contract, leveraging its expanded Canary Wharf facility.

Watch on YouTubeIn this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global Investors takes me through his view of the markets and latest thoughts on 19 stock ideas, including:00:00 Outlook for 2025 08:00 Diaceutics11:30 Creo Medical 16:30 IXICO 18:25 UK building products sector & Brickability Group19:55 Tracsis 23:50 Cordel Group 25:55 essensys 29:20 Water Intelligence30:50 Private medicine & Spire Healthcare Group plc32:40 Windar Photonics A/S 34:50 Solid State 39:40 EnSilica 42:35 SRT Marine Systems plc 45:30 Ashtead Technology 48:35 Serica Energy plc55:40 Greatland Gold 58:40 Hochschild Mining 1:01:45 STV Group plc1:02:20 Two favourite stock ideas for 2025 – Feedback & Alpha Group International.Lastly, if anyone or any company would like to sponsor the Show (re naming rights), then please feel free to contact me here or via my email address [email protected].

Watch on YouTubeIn this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:00:00 Bond market relief as inflation falls03:05 IG Design Group11:45 Card Factory15:45 JD Sports19:50 Sosander23:15 FD Technologies25:55 Everyman Media29:55 Facilities by ADF34:55 UK housebuilders: Vistry, Persimmon Homes, Gleeson Homes & Taylor Wimpey41:50 SRT Marine Systems45:10 Fonix47:30 Construction contractors – Galliford Try and Costain52:30 Eagle Eye56:25 Asset managers – Polar Capital, Premier Miton, Liontrust Asset Management64:15 Spire Healthcare67:45 PayPoint

Watch on YouTubeIn this interview, CEO Adam Holland & Group Finance Director Will Wilkins of MPAC – a global high-speed packaging and factory automation solutions group - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion plans

Pulsar Helium has successfully deepened its Jetstream #1 well in Minnesota, and increased the potential size of the helium resource there. A second drill is about to get underway, and a resource update is expected after that. Chief executive Thomas Abraham-James joins to tell us more.

Watch on YouTube In this investing masterclass, UK small/midcap fund manager Christopher Mills of Harwood Capital takes me through his view of the markets and latest thoughts on 18 stock ideas, including: 00:00 Outlook for 2025 04:35 Closing #NAS’s and #OIG’s investment trust discounts 09:10 Spire Healthcare 13:25 Optima Health 16:35 EKF Diagnostics 20:00 NIOX 22:25 Pinewood Technologies 26:00 Tribal Group 30:00 TP ICAP 33:00 Avingtrans 36:40 Facilities by ADF 39:40 Trifast 42:10 PayPoint 45:10 Polar Capital 47:15 AssetCo 49:40 Frenkel Topping 55:10 NCC Group 57:55 Restore 60:00 Real Estate Investors 61:40 Hargreaves Services 66:35: Best stock idea for 2025

Watch on YouTubeIn this upbeat interview, CEO James Hickman and CFO Judy Happe of Finseta – a specialist foreign exchange & international payments platform - takes me through today’s strong FY’24 trading update, increasing profit margins, ‘in line’ FY’25 outlook and longer term expansion strategy.

Watch on YouTubeCleanTech #CTL has announced the production of a very high purity lithium carbonate at its partner's processing plant in Chicago. Company chairman Steve Kesler joins to tell us what it all means

Drilling has recommenced at Pulsar Helium's Topaz project in Minnesota. In addition, a fundraising is underway which should take the company to a point where it can make a final investment decision. Pulsar's chief executive Thomas Abraham-James joins us to tell us more

Watch on YouTubeIn this week’s smallcap investing show, UK analyst & stock markets commentator Paul Scott & I discussed our latest thoughts on the following:00:00 Retailer Xmas trading updates04:15 B&M Retail stores05:50 Reason for jump in bond yields, beneficiaries of higher volatility and Argentex (13:25)14:20 Paul’s buys/sells this week and Smarttech24715:25 Intercede17:50 4imprint20:40 Greatland Gold23:05 Anpario plc27:45 Clarksons30:00 Dotdigital Group and GetBusy plc34:00 Topps Tiles38:25 Pinewood Technologies42:55 Big Technologies / Buddi48:55 H&T Group plc52:25 Alliance Pharma and Venture Life53:45 Team Internet55:25Van Elle57:35 Filtronic58:45 Foresight Group1:01:05 REACT Group1:02:05 Legal & General1:04:25 REITS#BME #AGFX #S247 #IGP #FOUR #GGP #ANP #CKN #DOTD #GETB #TPT #PINE #BIG #HAT #APH #VLG #TIG #VANL #FTC #FSG #REAT

In this follow up interview, with Ben Thompson, CEO of Mortgage Advice Bureau, Ben addresses share price volatility and how MAB keeps investors focused on long-term value. He explains why MAB is better compared to fintech platforms than traditional mortgage firms and reveals how the company is staying ahead of regulatory changes while protecting profitability. A must-watch for investors!

Watch on YouTube Blencowe Resources #BRES is all set for a big 2025: an updated resource is on the way, the feasibility study for the Orom-Cross graphite project is due to be completed, and further discussions with off-takers are also planned. Chief executive Mike Ralston joins us to give us all the details

Mortgage Advice Bureau CEO Ben Thompson shares how MAB has stayed ahead in a changing market, the role of cutting-edge technology in driving success, and the company’s plans to boost profits and shareholder returns. He also addresses MAB’s strong financials and how it plans to sustain growth despite market challenges. Don’t miss these key insights!

In this week’s live Exchange, accomplished UK fund manager Dominic Weller of Octopus UK discusses his latest thoughts

In this week’s New Year special – given the lack of corporate newsflow - smallcap equity analyst & capital markets commentator Paul Scott asked me to run through my top 20 UK stocks for 2025

Watch on YouTube In this week’s live Exchange, professional investor & ex-fund manager, Jamie Ward discussed his latest thoughts on the following: 00:00 Edison Investment Research, type of investor & 2025 outlook 11:00 Smith & Nephew 14:10 Wise 21:35 UK life assurers eg Aviva, L&G, etc 23:10 Burberry 26:55 Aston Martin Lagonda 33:50 Vistry 40:05 Marshalls 43:30 Brave Bison 48:55 Volvere 52:50 Avingtrans 54:50 Camellia 59:45 DCC 1:05:50 Marlowe 1:10:05 Renishaw 1:16:35 Favourite 2 stock ideas for 2025 #SN. #WISE #AML #BRBY #VTY #MSLH #BBSN #VLE #AVG #CAM #DCC #MRL #RSW

European Green Transition's Aiden Lavelle and Jack Kelly join us to put the wrap on what's been an eventful year for the company, and one in which progress was made on several fronts. They also provide us with an insight into what's next in 2025?

Watch on YouTube In this week’s smallcap investing Xmas special, top notch UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Macro calls for 2025 and the Trump 2.0 trade 11:35 Filtronic 15:50 Tristel 20:05 Sanderson Design 22:15 Puretech 23:20 Recent buys & sells 24:15 Tribal Group 31:10 Gulf Marine Services 35:40 The Property Franchise Group 38:15 Concurrent Technology 41:10 Chemring 44:20 MONY (formerly Moneysupermarket) 47:00 Dialight 49:45 Knights Group 53:05 Johnson Matthey 54:35 Funding Circle 1:00:10 Hill & Smith 1:02:00 Intercede 1:08:00 Beeks Financial 1:10:05 hVIVO 1:13:05 Watkin Jones 1:15:00 Spectra Systems 1:16:40 Zotefoams 1:20:20 Shoe Zone 1:23:10 Capita 1:26:40 Zigup (formerly Redde Northgate) Plus, if anyone or any company would like to sponsor this Smallcap Investing series (re naming rights), then please feel free to contact me here or via my email [email protected]. FTC #TSTL #SDG #PRTC #TRB #GMS #TPFG #CNC #CHG #MONY #DIA #KGH #JMAT #FCH #HILS #IGP #BKS #HVO #WJG #SPSY #ZTF #SHOE #CPI

In our recent interview with Mo Khan, CEO of hVIVO, we reflected on the company’s outstanding achievements in 2024 and gained insights into its ambitious roadmap for 2025. Under Mo’s leadership, hVIVO has solidified its position as a global leader in human challenge trials, achieving record revenues, expanding its client base, and leveraging its cutting-edge clinical trial models to accelerate drug and vaccine development.

Watch on YouTubeVox Markets interviews Craig Martin, Chairman of Dynam Capital, on Vietnam Holding Fund's stellar 2024, marked by outperformance, awards, and market growth. Craig highlights key drivers, top stocks, and exciting opportunities in Vietnam's evolving economy for 2025.

Watch on YouTube00:00 Edison Research, investing approach, returns & equity outlook for 202505:05 Distribution Finance Capital08:00 IG Group10:35 Creo Medical14:40 Renold15:30 Mincon17:55 Kooth21:45 Capita24:25 Advanced ADVT28:10 Gaming Realms29:10 DP Poland32:30 Animalcare35:25 Zegona Communications39:50 Made Tech42:30 Xaar48:10 Victrex51:30 Trufin54:55 Best stock idea for 2025

European Green Transition #EGT has released the final set of drilling results from its Olserum rare earths project. Aiden Lavelle joins us to tell us what it all means, both in terms of the geology and the upside, and in terms of plans to secure a partner to take the project to the next stage. He also talks about EGT's wider portfolio, and its positioning in the emerging green energy markets.

Watch on YouTube In this week’s live Exchange, uber smart UK investor Richard Crow (alias Cockney Rebel) & I discussed our latest thoughts on the following: 00:00 Edison research, 2025 outlook & stop losses. 09:25 Carclo 17:05 Liontrust Asset Management 25:05 Sabre Insurance 30:05 Capita 33:50 Audioboom 40:30 Warpaint 45:30 Creightons 51:00 Finseta 52:25 Card Factory & UK retailers 63:30 Shoezone 66:35 Gym Group 71:10 Onthebeach 76:05 International Consolidated Airlines and Carnival Cruises 80:05 Yu Group 83:25 Focusrite 88:55 Favourite stock idea for 2025

Watch on YouTube Tell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, uber smart UK investor Paul Scott & I discussed our latest thoughts on the following: 00:00 Investor sentiment, recruiters & recent buys/sells. 07:50 Equals 13:55 James Latham 17:35 Warpaint 21:45 Springfield and housebuilders 25:25 Premier Miton 29:55 Victrex 36:45 Boohoo 38:00 SSP Group 39:55 Card Factory 42:40 Zigup 46:15 IXICO 50:20 Onthebeach 54:45 De La Rue 57:35 Water Intelligence 59:30 Made Tech 62:25 Plexus 64:30 Avacta #EQLS #LTHM #W7L #SPR #PMI #VCT #BOO #SSPG #CARD #ZIG #IXI #OTB #DLAR #WATR #MTEC #POS #AVCT

Watch on YouTube Georgina Energy #GEX has announced significant progress regarding the permitting for the Mount Winter helium and hydrogen project in Australia. Chief executive Tony Hamilton joins to tell us more, and about next steps.

Watch on YouTubeRenalytix #RENX, specialises in AI-powered diagnostics for kidney disease. Executive Chairman Julian Baines, in an interview with Vox Markets, highlighted the company's FDA-approved test, KidneyIntelX, which predicts end-stage renal disease risk in diabetic patients, improving outcomes and reducing healthcare costs.

Watch on YouTubeGunsynd #GUN has rounded off a transformational year with news of extensive additional mineralisation on the Bear-Twit project in Canada. We're joined by executive chairman Hamish Harris to talk about that, as well as uranium and the way the company's assets are positioned locally and strategically. Will there be more deals next year? Never say never, says Hamish

Watch on YouTubehVIVO #HVO CEO, Yamin 'Mo' Khan announced an £11.5 million contract with an existing top-tier global pharmaceutical client to test an RSV antiviral candidate using hVIVO's Human Challenge Study Model. The Phase 2a trial is set to begin in the second half of 2025 at hVIVO's Canary Wharf quarantine facilities.

Watch on YouTubeCatch the highlights from IXICO's #IXI live presentation, where CEO Bram Goorden and CFO Grant Nash share insights into the company's Full Year Results and outline their ambitious expansion and growth strategy. Recorded on December 4th, 2024, this session provides valuable updates for shareholders and those interested in IXICO's role in advancing neuroscience through innovative medical imaging analysis. 00:00 - Introduction01:10 - Presentation 33:40 - Q&A

Watch on YouTube In this upbeat interview following today’s positive Sept FY24 results, CEO Bram Goorden and CFO Grant Nash of IXICO - an AI powered medical imaging analytics firm - takes me through: 00:00 What IXICO does, its key USPs & growth opportunity. 06:05 Financial highlights, operating leverage and breakeven sales. 11:50 Expansion strategy and new product development. 18:55 FY25 outlook and closing remarks. IXICO will provide a live presentation to all existing and potential shareholders relating to their Full Year Results and IXICO's expansion and growth strategy via Vox Markets this afternoon. Register here > > https://streamyard.com/watch/tuGDjEfcp5K4

Watch on YouTubeIn this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of onward Opportunities, including:00:00 His investment approach & smallcap outlook for 202503:50 Windward08:45 Angling Direct12:20 Springfield Props16:25 Mpac22:05 Transense Technologies27:25 Synectics,33:25 Mission Group37:40 Vianet41:00 Likewise44:40 Alumasc48:35 Michelmersh51:50 Audioboom56:30 Smiths News1:00:50 React1:03:15 Northcoders1:07:20 B90 Holdings1:10:45 Favourite stock for 2025Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected].#ONWD #TRT #MPAC #WNWD #SPR #SNWS #ANG #VNET #SNX #TMG #LIKE #ALU #MBH #BOOM #REAT #CODE #B90

Watch on YouTube In this interview, CEO Sandy Chadha of Supreme takes me through the strategic logic underpinning today's synergistic £10.2m acquisition of Typhoo Tea. A beloved UK heritage brand that has been enjoyed by consumers for 120+ years and remains as one of the country’s top 5 tea names.

Watch on YouTubeTell us what you think of Vox Markets on Good Money Guide: https://goodmoneyguide.com/review/vox-markets/ In this week’s smallcap investing show, rock star UK investor Paul Scott & I discussed our latest thoughts on the following:00:00 M&A boom and catalyst for smallcap re-rating04:45 ITV08:05 Kingfisher12:35 Auction Technology16:40 Paul’s buys this week18:50 Pets At Home & CVS Group23:05 Water Intelligence28:30 Beeks Financial30:55 Shearwater32:30 B&M Euro Value34:25 Macfarlane36:30 Essensys41:40 Supreme44:05 James Latham47:05 Spire Healthcare49:55 Evoke51:50 Anpario53:40 Gulf Marine Services54:55 Marks Electrical57:20 Getech57:50 Avingtrans59:50 Alpha Group International61:45 GlaxoPlus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email [email protected] by Vox Markets

Watch on YouTube Blencowe Resources #BRES has announced its involvement in Project SAFELOOP, a major European initiative that could have a major impact on demand for the company's graphite. Mike Ralston joins us to explain.

In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments walks me through her view of the markets and latest thoughts

Watch on YouTubeIn this Vox Markets interview, David Buik speaks with Tim Carroll and Sally McKone of Focusrite, who highlighted 2024 growth driven by innovation, acquisitions, and a diversified portfolio, positioning the company for success in 2025.